UWM
OXY icon

Udine Wealth Management’s Occidental Petroleum OXY Stock Holding History

Udine Wealth Management’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-52,896
Closed -$2.5M – 42
2025
Q3 		$2.5M Buy
+52,896
New +$2.39M 1.2% 27

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Udine Wealth Management's OXY Position: Q4 2025 in Review

Udine Wealth Management sold out of Occidental Petroleum (OXY) in Q4 2025, closing a stake of 52,896 shares — an estimated $2.5M sold.

Udine Wealth Management first reported a position in OXY in Q3 2025 and held it in 1 quarter. The position peaked at $2.5M in Q3 2025. 1,117 funds tracked by Wall St. Rank hold OXY as of Q4 2025.

  • Udine Wealth Management reported no remaining Occidental Petroleum position as of Q4 2025 after selling out during the quarter.
  • Udine Wealth Management sold 52,896 Occidental Petroleum shares in Q4 2025, an estimated $2.5M.
  • Udine Wealth Management first reported a position in Occidental Petroleum in Q3 2025 and held it in 1 quarter.
  • Udine Wealth Management's Occidental Petroleum position peaked at $2.5M in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Occidental Petroleum as of Q4 2025.

Based on Udine Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.